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Archives for May 2016

May 17, 2016

Fed’s “GDP Now” forecast declines after today’s data…

Here is the summary from the Atlanta Fed: "The GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the second quarter of

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May 17, 2016

Ending America’s Slow Growth… WSJ

Economist John Cochrane writes that comparing a country's World Bank measure of "Ease of Doing Business" to its growth rate suggests a path

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May 16, 2016

Where Oil Prices Go… Yergin, Goldman, EIA

Daniel Yergin writes in the WSJ (http://www.wsj.com/articles/where-oil-prices-go-from-here-1463345204): "Continuity is clear in Saudi Arabia’s

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May 16, 2016

Crude Oil Implied Volatility, Update…

 

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May 16, 2016

A bear market that’s not energy…

Cannabis: It didn't take long to get some trend analysis: "Davenport said that prices “are now steadily falling at about 2 percent per month. If

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May 15, 2016

Oil markets rebalance…WSJ

The excess supply glut been helped recently by unplanned outages and we still don't know how aggressive Saudi Arabia's production/pricing policy will

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May 14, 2016

Market Currents… Matt Smith, Fuel Fix

Matt Smith at Fuel Fix does an excellent job outlining current issues in the oil market:

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May 14, 2016

Pension funds stick with hedge funds… Reuters

From Reuters (http://mobile.reuters.com/article/idUSKCN0Y12I0), I would have thought the opposite based on the bad press hedge funds have been getting

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May 14, 2016

Total vehicle miles traveled, FHA…

From the Federal Highway Administration via Carpe Diem (https://www.aei.org/publication/blog/carpe-diem/):

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